CAIBX
Price
$83.33
Change
+$0.03 (+0.04%)
Updated
Sep 11 closing price
Net Assets
130.57B
KTRAX
Price
$9.99
Change
-$0.03 (-0.30%)
Updated
Sep 11 closing price
Net Assets
631.06M
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CAIBX vs KTRAX

CAIBX vs KTRAX Comparison Chart in %
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CAIBX vs. KTRAX commentary
Sep 12, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAIBX is a Hold and KTRAX is a Buy.

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FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 131B vs. KTRAX (631M). KTRAX pays higher dividends than CAIBX: KTRAX (4.02) vs CAIBX (2.68). CAIBX was incepted earlier than KTRAX: CAIBX (39 years) vs KTRAX (63 years). KTRAX (0.90) is less costly to investors than CAIBX (0.58). KTRAX is a more actively managed with annual turnover of: 191.00 vs. CAIBX (50.00). CAIBX (6%) and KTRAX (6%) have equivalent initial investment costs. CAIBX has a lower initial minimum investment than KTRAX: CAIBX (250) vs KTRAX (1000). CAIBX (7.63) and KTRAX (7.52) have marching annual gain over last year. CAIBX return over 5 years is better than : 39.08 vs. KTRAX (6.24).
CAIBXKTRAXCAIBX / KTRAX
Total Expense Ratio0.580.9064%
Annual Report Gross Expense Ratio0.580.9064%
Fund Existence39 years63 years-
Gain YTD9.6549.365103%
Front Load6%6%100%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets131B631M20,761%
Annual Yield % from dividends2.684.0267%
Returns for 1 year7.637.52101%
Returns for 3 years44.4124.86179%
Returns for 5 years39.086.24627%
Returns for 10 years70.2454.19130%
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